ORI

Oak Ridge Investments Portfolio holdings

AUM $1.39B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.11M
3
+$7.09M
4
MSFT icon
Microsoft
MSFT
+$6.72M
5
ORCL icon
Oracle
ORCL
+$6.5M

Top Sells

1
+$7.09M
2
+$6.07M
3
+$5.85M
4
AXNX
Axonics, Inc. Common Stock
AXNX
+$5.6M
5
DHR icon
Danaher
DHR
+$5.13M

Sector Composition

1 Technology 44.11%
2 Communication Services 13.04%
3 Healthcare 11.18%
4 Consumer Discretionary 10.63%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.82%
29,186
+1,731
27
$9.78M 0.77%
129,795
+2,959
28
$9.45M 0.74%
20,731
+548
29
$9.43M 0.74%
143,973
+7,341
30
$9.34M 0.73%
14,823
+859
31
$9.27M 0.73%
14,746
-803
32
$9.01M 0.71%
15,153
+782
33
$8.88M 0.7%
17,021
+6,961
34
$7.11M 0.56%
7,537
+471
35
$6.87M 0.54%
68,244
-1,810
36
$6.79M 0.53%
40,754
+39,024
37
$6.57M 0.52%
115,946
+6,092
38
$6.53M 0.51%
20,675
+1,025
39
$6.51M 0.51%
30,649
+1,701
40
$6.48M 0.51%
43,502
+2,501
41
$5.92M 0.46%
66,977
-1,879
42
$5.78M 0.45%
54,765
-1,445
43
$5.77M 0.45%
+17,825
44
$5.74M 0.45%
52,306
-1,119
45
$5.25M 0.41%
+15,756
46
$5.25M 0.41%
+11,730
47
$5.23M 0.41%
7,423
+466
48
$5.09M 0.4%
23,027
-2,336
49
$5.06M 0.4%
41,274
+2,311
50
$5.03M 0.39%
+14,695
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